+230.2%
EWY vs U
+11.6%
+218.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.6% | -2.1% | +0.2% |
| 7D | +8.0% | +4.5% | +3.6% | +7.4% |
| 30D | +14.3% | -0.6% | +14.9% | +14.3% |
| 3M | +2.3% | +48.4% | -46.1% | -3.0% |
| 6M | +49.9% | +115.4% | -65.5% | +36.2% |
| YTD | +95.3% | -3.2% | +98.6% | +91.5% |
| 1Y | +161.7% | -6.0% | +167.8% | +155.9% |
| 3Y | +230.2% | +13.5% | +216.7% | +195.1% |
| All | +230.2% | +11.6% | +218.5% | +195.1% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded U wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling